Compare LOTI and CGDV

LOTI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.4

Liberty One Tactical Income ETFIncome · Dividend stocks1.04%2.36%+8.9%+9.7%[…][…]−4.4%6.4%$51M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LOTI 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Liberty One Tactical Income ETF · $51M[…]

LOTI

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

LOTIMeasureCGDV

+8.9%Year to dateJan 1 → Nov 4+14.6%

+9.7%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

1.04%Expense ratio$104 · $33 a year on $10k · lower is better0.33%

2.36%Trailing 12-mo yield$236 · $122 a year on $10k1.22%

−4.4%Worst dropSmaller is better−9.7%

6.4%VolatilityLower is calmer12.6%

LOTICGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LOTI vs CGDV: Top 5 Holdings

Today

LOTI

31.9%in top 5

CGDV

in top 524.6%

LOTIStockCGDV

7.3%JPIEnot top 5

not top 5MSFT6.6%

6.4%EVSDnot top 5

not top 5NVDA6.3%

6.3%FLXRnot top 5

6.3%PYLDnot top 5

5.5%VMBSnot top 5

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common7.7%

End-of-day Nov 4, 2026 · share of each fund

LOTI vs CGDV Returns, Every Period

1Y

Liberty OneLOTI

+9.7%

past year

CGDVCapital Group

+17.5%

past year

LOTICGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LOTI vs CGDV

YTD

Liberty OneLOTI

+8.9%

CGDVCapital Group

+14.6%

+8.9%Year to date+14.6%

−4.4%Worst drop · 1Y−9.7%

6.4%Volatility · 1Y12.6%

2.4%Yield1.2%

$50.6MAssets$38.8B

3–1LOTI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LOTI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

LOTI1.04%$104

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LOTI, CGDV

1Y

2.36%highest, LOTI

FundTrailing yieldYield$10k

LOTI2.36%$236

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, LOTI

LOTI$236 − $104 = $132

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LOTI, CGDV

Today

7.7%most shared, LOTI and CGDV

LOTICGDV

LOTI—7.7%

CGDV7.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

LOTIWorst drop−4.4%6.4% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LOTICGDV

+8.9%Year to date+14.6%

2.4%Yield1.2%

+9.7%Past year+17.5%

1.04%Fee0.33%

3–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026